NFP, an Aon company · 3 months ago
Experienced Commercial Insurance Assistant (Coordinator) Hybrid/Long Island, NY
Plainview, NY
Full-time
Hybrid
Entry Level
$55K/yr - $65K/yr
2+ years expNFP Corp is a recognized leader in the insurance industry, providing a people-first approach to address significant risk and wealth management challenges. They are seeking an experienced Commercial Lines Coordinator to support their Commercial Lines team with Property and Casualty accounts, assist in client servicing, and gain exposure to the Account Manager functions. The role involves communication with clients and team members, administrative support, and participation in meetings under mentorship.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Must be a self-starter, imaginative and creative with good communication skills, both verbal and written
Gain exposure to clients and carrier contacts; attend meetings and calls with the Account Management team
Assists the Account Management Team in preparing insurance for company proposal requests
Performs policy checking, completes coverage checklists and coverage recommendation letters
Creates and maintains client files in the Agency Mgmt System-EPIC
When an order comes in: verifies rates, adjusts for any additional premium and expedites invoice
Assists with billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary
Qualification
Required
Must be a self-starter, imaginative and creative with good communication skills, both verbal and written
Minimum of two years of experience in a similar position consisting of administrative, operations or client servicing is desirable
Exceptional written, oral, and interpersonal communication skills
MS Office skills, including Excel, Word, PowerPoint, Outlook and Teams
Excellent calendar management skills with meeting planning experience
Ability to work both independently and within a team environment
Attention to detail and follow-through; maintains a sense of urgency
Gain exposure to clients and carrier contacts; attend meetings and calls with the Account Management team
Assists the Account Management Team in preparing insurance for company proposal requests
Performs policy checking, completes coverage checklists and coverage recommendation letters
Creates and maintains client files in the Agency Mgmt System-EPIC
Assists with billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary
Strong desire for a career in insurance and brokerage services
Skilled and adaptable with technology and software
Service-oriented and takes the initiative
Stellar Work ethic and organizational skills
Have a desire to learn and implement
Have a blend of confidence and humility
Have strong interpersonal communication and presentation skills
Have a strong sense of team support and service
Good written and verbal communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people
Team player, adaptive to mentoring and continual learning
Possess good analytical and problem-solving skills
May be required to work overtime as necessary
Able to work a weekly, hybrid schedule from our Plainview/Long Island, NY office
Two plus years of related P&C experience and/or related training
High School Diploma or equivalent is required
Experience with EPIC or other agency management system required
Preferred
Additional education preferred
Benefits
401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Paid time off
Tuition reimbursement
Vision insurance
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase